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iShares MSCI Global Min Vol Factor ETF

330 hedge funds and large institutions have $2.09B invested in iShares MSCI Global Min Vol Factor ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

8% more funds holding

Funds holding: 306330 (+24)

2.18% more ownership

Funds ownership: 61.17%63.35% (+2.2%)

3% more capital invested

Capital invested by funds: $2.02B → $2.09B (+$69.1M)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
330
Holders Change
+24
Holders Change %
+7.84%
% of All Funds
4.01%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
53
Increased
106
Reduced
103
Closed
22
Calls
$475K
Puts
Net Calls
+$475K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$599K -$69.6K -582 -10%
CFG
152
CKW Financial Group
Hawaii
$566K -$23K -192 -4%
AFM
153
Aspetuck Financial Management
Connecticut
$555K
TCWA
154
Turtle Creek Wealth Advisors
Texas
$546K -$3.8M -31,748 -87%
William Blair & Company
155
William Blair & Company
Illinois
$544K -$68.5K -573 -11%
PAG
156
Private Advisor Group
New Jersey
$534K -$21.9K -183 -4%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$534K -$7.05K -59 -1%
LC
158
Landaas & Company
Wisconsin
$533K
WTC
159
WhitTier Trust Company
Nevada
$529K
FWP
160
FAS Wealth Partners
Kansas
$509K +$4.78K +40 +0.9%
MCA
161
Magnolia Capital Advisors
Mississippi
$501K +$144K +1,201 +40%
SFC
162
Strategic Financial Concepts
Texas
$485K +$488K +4,082 New
JWCA
163
J.W. Cole Advisors
Florida
$481K -$35.3K -295 -3%
WIA
164
World Investment Advisors
California
$478K +$2.51K +21 +0.5%
PP
165
PDS Planning
Ohio
$476K +$2.63K +22 +0.6%
GS
166
GTS Securities
New York
$465K +$468K +3,916 New
US Bancorp
167
US Bancorp
Minnesota
$460K -$238K -1,989 -34%
CCM
168
Cox Capital Management
Massachusetts
$438K +$13K +109 +3%
ADL
169
Asset Dedication LLC
California
$433K -$3.83K -32 -0.9%
SM
170
Sensible Money
Arizona
$433K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$432K +$956 +8 +0.2%
AP
172
Appleton Partners
Massachusetts
$425K
VHAM
173
Van Hulzen Asset Management
California
$412K -$38.3K -320 -8%
EWA
174
Exencial Wealth Advisors
Oklahoma
$409K +$15.9K +133 +4%
SA
175
Stewardship Advisors
Pennsylvania
$407K +$9.44K +79 +2%